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Build Project From New Contact

Revolutionize your workflow by instantly transforming new contacts into fully-fledged projects with our powerful automation tool!

✨ Dynamic AI builders
🤖 100% fully customizable
✅ Download & edit on-the-go
🚀 Automate, publish, & share everywhere

What Can You Do With This Automation?

An automation to build a project from a new contact offers many valuable benefits:

  • Automatically create and assign tasks to team members when a new contact is added.
  • Generate a personalized project plan based on the contact’s needs or preferences.
  • Sync new contact details with CRM and project management tools.
  • Trigger follow-up emails and notifications to ensure timely communication.
  • Organize and prioritize upcoming meetings and deadlines related to the new contact.

Use Cases For Building Projects From New Contacts

This automation can be incredibly useful in situations such as:

  • Onboarding new clients by automatically generating client-specific projects and tasks.
  • Initiating marketing campaigns for newly acquired leads.
  • Setting up support cases and follow-up tasks when new support tickets are logged.
  • Creating event planning schedules and task assignments for new event participants.
  • Streamlining recruitment processes by generating projects for new job applicants.

How To Use This Automation

Here’s how to set up your first Taskade Automation:

  1. Go to the Automations tab in your workspace or folder.
  2. Click ➕ Add automation
  3. Click ➕ Add Trigger and choose a trigger from the drop-down list.
  4. Specify the conditions for the trigger on the right.
  5. Click Save Changes in the top-right corner.